For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

IRS Private Letter Ruling 202550004 addresses tax implications when charitable trust distributes all assets to private foundation ...

Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

Charitable remainder trusts can be a great option for farmers preparing for retirement, but they don’t make sense for every operation. Farm attorney Matt Folz recently joined the Top Producer podcast ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

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Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Charitable remainder trusts (CRTs) provide income to beneficiaries. What's left goes to charity. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...